Ballentine Partners’s Landstar System LSTR Stock Holding History

Ballentine Partners’s Portfolio LSTR Stock Details LSTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,195	Closed	-$330K	–	1035
2025 Q1	$330K	Buy	+2,195	New	+$354K	0.01%	590

Other funds holding LSTR

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ballentine Partners's LSTR Position: Q2 2025 in Review

Ballentine Partners sold out of Landstar System (LSTR) in Q2 2025, closing a stake of 2,195 shares — an estimated $330K sold.

Ballentine Partners first reported a position in LSTR in Q1 2025 and held it in 1 quarter. The position peaked at $330K in Q1 2025. 433 funds tracked by Wall St. Rank hold LSTR as of Q2 2025.

Ballentine Partners reported no remaining Landstar System position as of Q2 2025 after selling out during the quarter.
Ballentine Partners sold 2,195 Landstar System shares in Q2 2025, an estimated $330K.
Ballentine Partners first reported a position in Landstar System in Q1 2025 and held it in 1 quarter.
Ballentine Partners's Landstar System position peaked at $330K in Q1 2025.
433 funds tracked by Wall St. Rank held Landstar System as of Q2 2025.

Based on Ballentine Partners's 13F filing for Q2 2025, filed 15 Jul 2025.